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Performance analysis of IYZ (ISHARES U.S. TELECOMMUNICATIONS ETF)

Annual Return

Over the past 3 years, IYZ has had an average annual return of +27.93%, outperforming the benchmark SPY, which returned +20.51% annual.

Over the past 5 years, IYZ has had an average annual return of +7.70%, underperforming the benchmark SPY, which returned +13.50% annual.

Over the past 10 years, IYZ has had an average annual return of +5.92%, underperforming the benchmark SPY, which returned +15.42% annual.

Since May 26, 2000, IYZ has had an average annual return of +1.58%, underperforming the benchmark SPY, which returned +8.58% annual.

202620252024202320222021202020192018201720162015
+29.56%+29.28%+20.54%+3.91%-30.28%+11.67%+4.14%+16.15%-8.57%-11.84%+22.77%+0.23%
201420132012201120102009200820072006200520042003
+0.68%+26.18%+18.66%-7.42%+20.69%+26.23%-42.04%+1.48%+32.56%-2.59%+18.28%+13.03%
200220012000
-38.58%-18.19%-29.31%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+5.75%+10.88%-0.71%+7.35%+5.66%-1.89%+29.56%
2025+2.34%+3.42%-2.94%-1.62%+3.94%+6.78%+0.24%+5.76%+2.85%+2.27%-0.67%+4.05%+29.28%
2024+3.21%-6.51%+0.75%-6.32%+5.35%+0.77%+6.17%+2.21%+7.68%+1.27%+8.44%-2.86%+20.54%
2023+8.43%-5.92%+1.97%-2.67%-4.92%+3.71%+1.45%+1.96%-6.35%-2.82%+4.59%+5.71%+3.91%
2022-6.02%-2.71%-0.14%-13.09%+5.20%-7.52%+1.64%-3.10%-15.25%+10.30%+3.22%-4.97%-30.28%
2021+1.88%-0.51%+6.36%+1.61%+0.91%+0.81%+1.83%+1.98%-5.12%-2.00%-3.40%+7.43%+11.67%
2020-1.54%-4.86%-10.38%+9.47%+3.26%-1.32%+4.17%+1.30%-5.73%-2.14%+12%+2.01%+4.14%
2019+6.42%+5.88%+0.77%+1.95%-7.66%+5.82%+1.73%-5.28%+3.40%+2.05%-0.50%+1.49%+16.15%
2018+0.48%-5.52%-2.47%+1.36%-1.54%+2.93%+0.19%+7.45%+0.77%-5.18%+1.81%-8.22%-8.57%
2017+2.87%-6.28%-1.95%+5.17%-3.88%-0.72%-1.12%-0.06%-3.66%-0.82%-0.06%-1.53%-11.84%

Drawdown analysis of IYZ (ISHARES U.S. TELECOMMUNICATIONS ETF)

The maximum drawdown for the IYZ was -77.08%, occurring on Sep 30, 2002. Recovery took 5837 trading sessions.

The current IYZ drawdown is -4.77%.

Since May 26, 2000 IYZ has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-77.08%Jun 19, 2000571Sep 30, 20025837Dec 10, 20256408
-8.62%Jun 2, 20265Jun 9, 2026OngoingOngoingOngoing
-5.64%Apr 23, 20263Apr 28, 202612May 14, 202615
-5.44%Mar 25, 20263Mar 30, 20266Apr 8, 20269
-4.30%Mar 4, 20266Mar 12, 20268Mar 24, 202614
-4.24%Dec 11, 20254Dec 17, 20253Dec 22, 20257
-2.31%Feb 11, 20261Feb 12, 20265Feb 20, 20266
-2.23%Jan 6, 20262Jan 8, 202611Jan 26, 202613
-1.46%May 14, 20261May 15, 20264May 21, 20265
-1.42%Apr 8, 20264Apr 14, 20262Apr 16, 20266
-1.29%Jun 14, 20002Jun 16, 20001Jun 19, 20003
-1.19%Mar 2, 20261Mar 3, 20261Mar 4, 20262
-1.16%May 27, 20263Jun 1, 20261Jun 2, 20264
-1.12%Feb 24, 20262Feb 26, 20261Feb 27, 20263
-0.75%Jun 9, 20001Jun 12, 20001Jun 13, 20002
-0.55%Apr 20, 20262Apr 22, 20261Apr 23, 20263
-0.52%Dec 24, 20254Dec 31, 20252Jan 5, 20266
-0.30%Feb 3, 20261Feb 4, 20262Feb 6, 20263
-0.29%Jun 6, 20001Jun 7, 20001Jun 8, 20002